- Fidelity TalentSource LLC (Newport Beach, CA)
- Job Description: Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our ... that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We...the overall strategies developed for the client by the Financial ConsultantHelping with pre- and post-guidance appointments; making follow-up… more
- Fidelity TalentSource LLC (Walnut Creek, CA)
- … services or a related field, 10+ years preferred.Required: 3-5 years of financial planning experience, 5+ years preferredProven track record of high client ... happiness and dedication (eg high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (eg financial plans /… more
- Fidelity TalentSource LLC (Burlingame, CA)
- …Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your ... with clients every single day! The Skills You BringThorough understanding of financial planning concepts to help clients build effective financial… more
- Fidelity TalentSource LLC (Irvine, CA)
- …subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, ... encouraging associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and… more
- Fidelity TalentSource LLC (Santa Barbara, CA)
- …We re Looking ForEffectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that ... your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new...clients goals and objectives and refer them to a wealth management partner based on needs and financial… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Advisor Associate , you'll work directly with Senior Advisors to assist with the wealth management and financial planning needs of clients. This position ... on what's most important to each client. As an Associate Advisory on this team, you will support the...degree or higher from an accredited university; major in financial planning , business, accounting, finance, economics, or… more
- Wells Fargo (Irvine, CA)
- … review process and prepare materials for client meetings + May assist with financial / wealth planning such as spreadsheet preparation and analysis, ... **About this role:** Wells Fargo is seeking a Senior Wealth Client Associate in Wealth ...knowledge and client relationship management skills to meet the financial needs of Clients. + Assist with annual client… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Citizens (San Francisco, CA)
- …advisor, educator, communicator, writer and thought leader in the Advanced Tax and Estate Planning (ATEP) / personal financial planning department. This is a ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are... management services; comprehensive income tax and estate tax planning , structuring, compliance and governmental representation capabilities; and highly… more
- Equitable (San Francisco, CA)
- Wealth Management Associate CA, San Francisco (5107) ( 2400009F ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in...Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …strategies through thorough research and analysis in investment, tax, estate, and financial planning areas. + Conduct in-depth research on investment strategies, ... for this opportunity. Our client is an advisory and wealth management firm with ~$5 billion AUM. Associate...reporting system. + Help execute client recommendations. + Create financial projections using advanced Excel models. + Aid advisors… more
- Morgan Stanley (Menlo Park, CA)
- …workforce. M/F/D/V **Job:** ** Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *California-Menlo ... needs as examples * Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the… more
- Equitable (San Francisco, CA)
- Wealth Management Associate - CA, San...clients on an ongoing basis * Incorporate Holistic Life Planning and Financial Planning strategies ... that help them lead a fulfilled life with our Financial Professionals as the cornerstone of our success. Equitable...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- Zions Bancorporation (Irvine, CA)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession ... the needs of the bank's clients. Primary responsibilities will include financial planning , investment management, insurance, trust services, making… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …+ Bachelor's degree or higher from an accredited university, preferably in financial planning , business, accounting, finance, economics, or law. + Demonstrated ... employees operating from multiple offices. As the Senior Advisor Associate , you will provide support for Lead and Service...systems such as Salesforce and Box. + Experience with financial planning tools like Money Tree, NaviPlan,… more
- Robert Half Finance & Accounting (CA)
- …+ Support Senior and Lead Advisors in creating, implementing, and monitoring clients' financial planning and wealth management. + Direct client interaction, ... provide a unique and outstanding experience for their clients. Associate Advisor East Bay Hybrid; with tons of flexibility...Senior and Lead Advisors to acquire in-depth knowledge in financial planning and wealth management… more
- KPMG (Los Angeles, CA)
- **Business Title:** Sr Associate , Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 8 **Function:** Advisory **Area of Interest:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Los Angeles, CA)
- **Business Title:** Sr. Associate , Workday Financial Accounting/ Foundation Data Model **Requisition Number:** 111940 - 8 **Function:** Advisory **Area of ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking a Sr. Associate , Workday FIN FDM in Enterprise Solutions for our… more
- JPMorgan Chase (Los Angeles, CA)
- …diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning , liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...resources of one of the largest and most respected financial firms in the world. Our small size and… more
- Morgan Stanley (San Francisco, CA)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and… more
